Wilson Society
cover
Spring 2016
MY WISH WASTO DO MORE
WHENTO REVIEWYOUR ESTATE PLAN Your will and other basic estate planning documents allow you to establish how you, your family, and those you care about will be provided for in the future. It is important to periodically review these documents to ensure that they reect your current circumstances and long-term goals. While there are no absolute rules for when to review your estate plan, the following situations typically call for a review. A marriage, divorce, birth of a child, or death of a spouse are MAJOR LIFE EVENTS that warrant a thorough review of your estate plan. Other life events that may also require a review include moving to a new state, receiving a notable inheritance, gaining new dependents, and retiring. Year-to-year CHANGES IN THE TAX CODE AND ECONOMY may affect the value of your assets, and how you want to use or direct your assets. In order to be most effective, your estate plan requires regular maintenance. If it has been a few years since you have looked at your will, NOW is a good time to make sure it is up-to-date. As you review your estate plan with your advisor, we ask you to consider how including a planned gift to HSS can help you achieve your ďŹ nancial and philanthropic objectives. We invite you to learn more about planned giving at HSS and how to make the Hospital part of your legacy.
WE ARE AVAILABLE TO HELP YOU TAKE THE NEXT STEP Return the attached reply card Call us at (212) 774-7527 E-Mail us at DelsonS@hss.edu Visit us online at hss.edu/legacy The information contained herein is offered for general informational and educational purposes and is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.
‘
My experience as a patient inspired me to join the Board, and I’ve had many opportunities to get involved and give back.”
“My first association with HSS was involuntary,” quips Sam Polk, referencing his 1966 knee surgery performed by Dr. Rolla D. Campbell following a skiing accident. His surgery prompted Sam to join the Board of Trustees and began a 50-year relationship with the Hospital. “I had the privilege of serving on various committees of the Board, including the Executive, Research, and Development Committees,” says Sam. “When I joined the Board, the average length of stay was nine days. Today, most patients can expect to be out of the Hospital in about two days. It’s remarkable to see the progress.”Now a Life Trustee, he has seen the Hospital grow in every respect: from the size of the medical staff and the facilities, to the number of patients treated. Although there has been tremendous expansion over the years, Sam notes that the Hospital’s culture has not changed much, a fact he attributes to Dr. Philip D. Wilson, Jr. and the late Dr. Philip D. Wilson, Sr., for whom the Wilson Society is named.
Left: Samuel S. Polk Right: Philip D. Wilson, Jr., MD
“The Wilson Society provided a focus for planned giving,” says Sam, who helped to create the Wilson Society and is one of the Society’s charter members. “I tried to do what I could in lifetime giving, and I thought another great way of giving back was through my estate plan.” he explains. “It was very appropriate to honor the Wilson family with the Society. Phil Wilson and his father set and perpetuated a standard of professional excellence and a culture of collegiality which make HSS truly ‘special.’”
JOINTODAY Wilson Society Membership Benefits Include: n
Invitation to all Wilson Society events, including the Annual Wilson Society Luncheon
n
Recognition in the Hospital’s Annual Report
n
A Wilson Society lapel pin, signifying membership
n
Ensuring the growth and development of Hospital for Special Surgery
As a Wilson Society member, you are helping countless patients enjoy active, pain-free lives. We invite you to learn more about how you can make HSS part of your legacy.
Yes, I want to make HSS part of my legacy. Name ___________________________________________________________________________ Address _________________________________________________________________________ City_____________________________________ State________ Zip Code __________________ Telephone_______________________________ Best Time to Reach ______________________ Email Address____________________________________________________________________ I am already a Wilson Society member. I have done the following for HSS: _________________________________________________________________________________ _________________________________________________________________________________
I’D LIKE MY PLAN TO INCLUDE HSS In 1998, HSS established the Wilson Society to recognize donors during their lifetimes for including the Hospital in their estate plans. Named in honor of Dr. Philip D. Wilson, Jr. and the late Dr. Philip D. Wilson, Sr., both of whom served as Surgeon-in-Chief at the Hospital, the Society is helping HSS create a better future for those affected by musculoskeletal disease. Philip D. Wilson, Jr., MD
PLEASE SEND ME: n Information about how to include a gift to
HSS in my will. n More information on the Wilson Society.
Mail this to us in our envelope or yours. HSS Development 535 East 70th Street, New York, NY 10021
hss.edu/legacy
If you wish to have your name removed from lists used for fundraising requests to support Hospital for Special Surgery or fundraising communications, please email Development@hss.edu, call 844-810-1321 (a toll-free number), or send a request to Hospital for Special Surgery, Development Department, 535 East 70th Street, New York, NY 10021,